Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
ESLT Elbit Systems Ltd | Industrials | 6.67% |
REVG | 6.67% | |
HL Hecla Mining Company | Basic Materials | 6.67% |
COHR Coherent Corp. | Technology | 6.67% |
CIB Bancolombia S.A. | Financial Services | 6.67% |
MU Micron Technology, Inc. | Technology | 6.67% |
KEP Korea Electric Power Corporation | Utilities | 6.67% |
HLF Herbalife Nutrition Ltd. | Consumer Defensive | 6.67% |
IREN IREN Limited | Financial Services | 6.67% |
TSEM Tower Semiconductor Ltd | Technology | 6.67% |
INBX Inhibrx, Inc. | Healthcare | 6.67% |
TTI TETRA Technologies, Inc. | Energy | 6.67% |
FIGS FIGS, Inc. | Consumer Cyclical | 6.67% |
KTOS Kratos Defense & Security Solutions, Inc. | Industrials | 6.67% |
LITE Lumentum Holdings Inc. | Technology | 6.67% |
Find the right asset allocation for BarChartStocksByGroupingWeightedAlphaAndVol20260126
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Open Portfolio OptimizerPerformance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BarChartStocksByGroupingWeightedAlphaAndVol20260126, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.
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Returns By Period
Click Calculate to get resultsMonthly Returns
Click Calculate to get resultsExpense Ratio
Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
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Dividends
Dividend yield
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the BarChartStocksByGroupingWeightedAlphaAndVol20260126. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The portfolio has not yet recovered.
Click Calculate to get resultsVolatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
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Diversification Ratio
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